+143.5%
WBD vs TRGP
+262.4%
-118.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +1.0% |
| 7D | -0.6% | -0.6% | 0.0% | -0.4% |
| 30D | +4.2% | +10.0% | -5.8% | -0.1% |
| 3M | +7.5% | +7.6% | -0.1% | +3.6% |
| 6M | +1.6% | +26.8% | -25.2% | -9.9% |
| YTD | -2.2% | +60.6% | -62.7% | -23.1% |
| 1Y | +124.9% | +82.5% | +42.4% | +64.4% |
| All | +143.5% | +262.4% | -118.9% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TRGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling